MIDDLETON & COMPANY Overview
Middleton & Company Inc is an investment advisor that manages 635 MM dollars in regulatory AUM and has 15 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 934MM in positions, representing 147% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 934MM in positions, representing 147% of the manager's regulatory AUM.
MIDDLETON & COMPANY StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
MIDDLETON & COMPANY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AMZN | 5.75% | Cons. Disc. | 7.31% | -0.25% | 0 | 45% | ||
| AAPL | 5.7% | Tech | 6.16% | -0.37% | 0 | 39% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
MIDDLETON & COMPANY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John W. Wieland | Chief Executive Officer; Managing Director; Director | December-2009 |
| Alice K. Walsh | Managing Director; Director | March-2004 |
| John K. Sargent Jr. | Chief Financial Officer, Managing Director; Director | March-2004 |
| Maria Mccormack | Chief Compliance Officer; Managing Director | June-2006 |
| Eric N. Gutterson | Managing Director; Director | May-2010 |
MIDDLETON & COMPANY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Custodian | Pro |
MIDDLETON & COMPANY Investment Strategy
Item 8 – Methods of Analysis, Investment Strategies, and Risk of Loss
Methods of Analysis
Securities analysis methods may include charting, fundamental analysis, technical analysis, and cyclical analysis. Middleton uses a variety of sources of information in the analysis of investment strategies including fundamental financial data provided by FactSet Research and on-line services, financial newspapers and magazines, research materials prepared by others, corporate rating services, annual reports, prospectuses, SEC filings, and company press releases. Middleton also uses a disciplined valuation approach consisting of a proprietary dividend discount model, cash flow analysis, and other valuation metrics.
Investment Strategies
Middleton offers its clients a framework of five investment strategies. We use these strategies to build portfolios within the context of a client’s existing holdings and current objectives. For each client, a s...
Unlock Full Investment Process Description
Methods of Analysis
Securities analysis methods may include charting, fundamental analysis, technical analysis, and cyclical analysis. Middleton uses a variety of sources of information in the analysis of investment strategies including fundamental financial data provided by FactSet Research and on-line services, financial newspapers and magazines, research materials prepared by others, corporate rating services, annual reports, prospectuses, SEC filings, and company press releases. Middleton also uses a disciplined valuation approach consisting of a proprietary dividend discount model, cash flow analysis, and other valuation metrics.
Investment Strategies
Middleton offers its clients a framework of five investment strategies. We use these strategies to build portfolios within the context of a client’s existing holdings and current objectives. For each client, a s...
Unlock Full Investment Process Description
MIDDLETON & COMPANY Portfolio Concentration
MIDDLETON & COMPANY Location
600 ATLANTIC AVENUE; 18TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02210-2211
BOSTON, Massachusetts
UNITED STATES, 02210-2211
MIDDLETON & COMPANY Contact Information
Phone Number: (617)357-5101
Fax Number: (617)357-7199
Website: http://www.middletonco.com
Fax Number: (617)357-7199
Website: http://www.middletonco.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here